Benjamin J Bunfill, CLU®, ChFC®, CFP®, RICP®
Wealth Management Advisor


Bunfill Wealth Management

Professional

My team focuses on providing financial advice to professionals and business owners in Washington State and Northern Idaho. After helping our clients identify their most important financial and personal goals, we work with you to execute your plan in an intentional and systematic manner. We work closely with your legal and tax advisors to ensure the comprehensive coordination of your total financial plan. Our team meets with you on a consistent basis to ensure that your plan stays current and reflects your values, goals and needs as they evolve throughout your life.


Ben has earned the following professional designations:

Chartered Life Underwriter® (CLU®)

Sponsored by The American College (http://www.theamericancollege.edu), designees complete eight college-level self-study courses related to life insurance, insurance and financial planning, and estate and business planning; meet experience and continuing education requirements; and comply with the college's Code of Ethics.

Chartered Financial Consultant® (ChFC®)

Sponsored by The American College (http://www.theamericancollege.edu), designees complete nine college-level self-study courses in financial planning, income taxation, investments, and estate and retirement planning; meet experience and continuing education requirements; and comply with the college's Code of Ethics.

CERTIFIED FINANCIAL PLANNER™ Certificant or CFP® Certificant

Sponsored by the Certified Financial Planner Board of Standards (http://www.cfp.net), designees complete a curriculum of study and pass a comprehensive examination regarding the financial planning process, tax planning, estate and retirement planning, investments and insurance; meet experience and continuing education requirements; and comply with the CFP Board's Code of Ethics and Professional Responsibility.

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2014-2017, 2019-2021

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2011-2016, 2018-2019

Award recognizing commitment to excellence in service to clients and industry

 

National Quality Award 2008-2010

Award recognizing persistency and performance

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck